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Salesforce Automation with Workflow Rules
Following our previous article on Salesforce Automation Tools, this article covers automation using the Workflow tool in more detail. Workflows are suitable for a single if/then statement that…
Salesforce Automation Tools Overview
A Salesforce Implementation can help migrate all your customer, sales and interactions data into one place and standardize business processes. This allows all sales staff…
Salesforce Security Simplified
Deciding to store all your precious customer data in the cloud is a huge decision, one not to be taken lightly. Fortunately, when you choose…
Salesforce Winter ’19 Release — Key Points
Three times per year, Salesforce release a new version of their products with a range of new features. These versions are named to reflect the…
Better Data Quality in Salesforce Helps Decision Making
Ensuring the data in your Salesforce environment is accurate and up to date is a challenge for every organisation. To be able to make important…
Salesforce Automation with Chatter
Many organizations that start using Salesforce don’t understand the power of Chatter and think it’s just another instant messaging tool. They may already be using…
Salesforce CRM Helping Your SMB Run Like an Enterprise
Small and Medium Businesses (SMB’s) don’t have the financial resources to invest in technology like large enterprises do, yet they encounter all the same challenges…
Why Do You Need an Ongoing Salesforce Support?
In a large organization, a Salesforce Administrator is a must-have role and often there is more than one person performing this role, depending on the…
Salesforce Summer ’18 Release - Key Points
Three times per year, Salesforce release a new version of their products, full of new and exciting features. The first and second weekend of June…
Salesforce Lightning: Two Thumbs Up
How Your Organization and Users Benefit from Salesforce Lightning Implementation Salesforce has offered the Lightning Experience for over two years, and every release update is…
Salesforce: The Customer Success Platform To Grow Your Business Automation
If you’ve ever thought how great it would be to have a personal assistant, you should consider exploring Salesforce and its automation features. Imagine having…
7 Tips for Choosing the Best Salesforce Consulting Partner for Your Business
Salesforce is the juggernaut of CRM’s – and for good reason. The platform can help streamline many facets of your business from the sales process…
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